Crocker Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 298284
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Crocker Capital, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm primarily serves individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Beyond direct advisory work, Crocker Capital produces periodic publications and runs educational seminars and workshops for its client base. The firm charges a mix of fee types — percentage of assets under management, subscription-based fees, fixed fees and other arrangements — and is not identified as an allocator that runs external capital pools. Crocker Capital is not an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Investment Grade Corp Bonds12%
- Derivatives4%
- Cash & Cash Equivalents4%
Contacts
1 of 1
John Crocker
Owner, Investment Advisor RepresentativeCRD 6560576
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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